04|21|2025
Leading Indicator Watch | April 18, 2025
Retail Sales: Retail Sales (MoM)(Mar) jumped 1.4%, the largest monthly increase since January 2023. Core Retail Sales (MoM)(Mar) were also positive, though the increase was a more modest 0.5...
03|25|2025
Restricted Area | March 21, 2025
Equity markets were looking to rebound this week after several weeks of declines. Will decisions by the Federal Reserve Bank help bring more stability to the economy? Monday S&P...
03|24|2025
Leading Indicator Watch | March 21, 2025
Retail Sales: Retail Sales (MoM)(Feb) ticked up just 0.2%, falling short of the 0.6% forecast. The reading points to a possible slowdown in consumer spending, which is a key...
02|19|2025
Wait and See? | February 14, 2025
Markets moved higher to cap off the week. Will tariff negotiations become a new norm or will they be delayed just a little bit longer? Monday S&P 500 0.67%...
02|18|2025
Leading Indicator Watch | February 14, 2025
Consumer Goods & Materials: Price data made headlines this past week. U.S. Consumer Price Index (CPI)(MoM)(Jan) jumped 0.5%, higher than forecast. The year-over-year number climbed to 3.0%. U.S. Producer...
01|22|2025
Push Forward | January 17, 2025
Markets advanced higher for the week. Will the New Year push continue? Monday S&P 500 0.16% | NASDAQ -0.38% Markets ebbed and flowed on Monday but landed in neutral...
01|21|2025
Leading Indicator Watch | January 17, 2025
Consumer Goods & Materials: U.S. Core Consumer Price Index (CPI) (MoM) (Dec) data, which measures inflation less food and energy, rose just 0.2%, the smallest increase since August. Year-over-year,...
12|23|2024
Leading Indicator Watch | December 20, 2024
Consumer Goods & Materials: The Core PCE Price Index, which is the Federal Reserve’s preferred measure of inflation, rose only 0.1% (MoM)(Nov), better than expected. The year-over-year number remained...
11|20|2024
Back to Earth | Market Thoughts | Nov. 15, 2024
Markets came back down to earth this week. Is this a sign of a pullback or are we back to business as usual? Monday S&P 500 0.10% | NASDAQ 0.06%...
11|18|2024
Leading Indicator Watch | November 15, 2024
Consumer Goods & Materials: Headline inflation numbers represented by the U.S. Consumer Price Index (CPI) (Oct) data came in as expected, rising 0.2% month-over-month. The annualized reading also met expectations,...